Wealth Coach

WEALTH: Your human, social, intellectual AND financial capitals

  • Clarify the Meaning Of Wealth for you and your family
  • Identify your core values and how they shape your decision-making processes
  • Avoid the Shirtsleeves to Shirtsleeves syndrome in your family
  • Start becoming a giver of true "gifts," instead of transfers
  • Learn how to talk about the money with your children
  • Become comfortable with being "fair," yet not necessarily "equal"
  • Help your children become independent and free, rather than dependent and unproductive
  • Understand Your Family's Dynamics and Relationship Systems
  • Explore different forms of family governance
  • Create your family's own "Wealth University"


Legacy and Philanthropy Advisor

Dynamic philanthropy plans that:
  • Make your passion the defining aspect of your life
  • Create an intentional and inspired legacy
  • Engage the next generation
  • Take your life to new levels
  • Fine tune your decision-making process
  • Enable you to feel good about the choices you make
  • Maximize the effectiveness of your philanthropy
  • Leverage your giving